TODD COACHMAN
Austin,TX
Summary
Professional in customer success with robust experience in driving client satisfaction and retention. Skilled in relationship building, problem-solving, and delivering tailored solutions. Strong focus on team collaboration, adaptability, and achieving results. Known for reliability, effective communication, and strategic thinking.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Customer Success Manager
EdLink
01.2025 - Current
- Serve as the main point of contact and product expert for 13 Enterprise accounts
- Lead customer implementation, providing technical recommendations to ensure long-term success
- Provide training sessions to improve customer understanding of the Edlink platform and increase adoption
- Manage reactive customer communications using the Pylon ticketing system, meeting SLA goals
- Act as the liaison between the Edlink engineering team and our customers for issue escalations and feature requests
- Communicate with multiple levels of stakeholders to understand customer goals and build custom success plans
Install Base Account Executive, SMB
Procore
02.2024 - 09.2024
- Oversaw a book of business comprised of 207 current customers, maintaining accurate and consistent records in Salesforce
- Ran both renewal and new revenue motions for accounts in book of business
- Identified potential risk scenarios at renewal and worked cross-functionally with Customer Success Managers to mitigate
- Allowed 4 lapsed renewals from Q2 '24 to Q3 '24
- Built $309K in pipeline during first quarter in seat (Q2 '24)
Expansion Account Manager
Cloudflare
07.2022 - 01.2024
- Managed a portfolio comprised of 78 accounts, ensuring accurate and up-to-date records in Salesforce
- Built rapport as a trusted advisor, providing strategic recommendations to enhance customer success
- Utilized customer data to provide insight into best practices for new/existing products
- Learned and pitched over 20 products in the cybersecurity and web performance space
- Coordinated with internal stakeholders to address customer inquiries and concerns promptly
- Closed $801K in new revenue during first 12 months in seat
Business Development Representative
Cloudflare
12.2021 - 07.2022
- Partnered with Account Managers to identify strategic target accounts on a weekly basis
- Leveraged data-centric approach to identify potential upsell opportunities for existing contracted customers
- Performed outreach to drive new product adoption
- Achieved 138% of opportunity quota in Q1 '22
Account Executive
PlayVS
07.2021 - 12.2021
- Created and executed sales strategy for 7 states in the Midwest region
- Handled full sales cycle, including lead generation, discovery and qualification, and onboarding
- Consulted school administrators and teachers on the benefits of Esports in order to drive adoption
- Communicated with internal teams and external organizations to ensure consistent messaging for prospects
- Presented at webinars to help raise awareness for the PlayVS product in key territories
- Closed 53 deals between July 2021-September 2021
Business Development Representative
Cloudflare
10.2020 - 06.2021
- Lead discovery and qualification calls with inbound leads using BANT qualification method
- Performed outreach to existing self-service customers to drive upsell opportunities
- Ensured positive customer experience by communicating effectively with Account Executive’s about customer needs
- Achieved 107% of opportunity quota in Q1 '21, and 133% in Q4 '20
Education
Bachelor of Arts - Business and Spanish
Southwestern University
Georgetown, TX05.2020
Skills
- Account Management
- Customer Relationship Management
- Renewal Negotiations
- Customer Retention
- Problem Solving
- Written and Verbal Communication
- Proficient in Salesforce
- Risk-Mitigation
- Strategic planning
- Customer Data Analysis
- Cross-Functional Collaboration
- Revenue growth
Certification
- HubSpot Frictionless & Inbound Sales
- CRM for Salesforce Classic & Lightning
Timeline
Customer Success Manager
EdLink
01.2025 - Current
Install Base Account Executive, SMB
Procore
02.2024 - 09.2024
Expansion Account Manager
Cloudflare
07.2022 - 01.2024
Business Development Representative
Cloudflare
12.2021 - 07.2022
Account Executive
PlayVS
07.2021 - 12.2021
Business Development Representative
Cloudflare
10.2020 - 06.2021
Bachelor of Arts - Business and Spanish
Southwestern University
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